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Projects explained

Learn how projects group quotations, jobs, and invoices so you can track costs against budget, manage tasks, store documents, and merge orders.

Projects enable the grouping of quotations, jobs/sales orders, invoices, etc., together to make them easier to track. Usually a project will be specific to one customer but this doesn't have to be the case.

Use a project to:

  • Track costs against budget

  • Track invoices against expected invoices

  • Merge job/sales order into one invoice or delivery note

  • Manage tasks across a project

  • Store documents

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